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New Portfolio - New Portfolio

PerformancePortfolio Details

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New Portfolio
Individual Investor
Ranked #49,015 out of 861,732 TipRanks' Investors
Success Rate
72%
38 out of 53
profitable transactions
Average Return
90.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 16.94%
12-Month Return▲ 52.88%
YTD Return▲ 8.83%
Total Return▲ 317.55%

Best Trade

AssetStoneX Group (SNEX)
Opened at
Closed at-
Gain▲ 1019.24%

Bio

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Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 2.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.31%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.97%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 0.77%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.53%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 9.36%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 0.53%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 2.07%
▼ 3.68%▲ 0.19%▲ 1.41%
▼ 0.10%▲ 0.08%▲ 4.31%
▲ 4.06%▲ 1.47%▲ 3.97%
▼ 1.26%▼ 0.86%▲ 0.77%
▲ 0.52%▼ 4.94%▼ 5.53%
▲ 16.06%▲ 10.51%▲ 9.36%
▲ 4.83%▲ 1.80%▲ 0.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SNV
Synovus
―
▲ 89.65%
2
Close
Dec 31, 2025
PNFP
Pinnacle Financial Partners
0.96%
▲ 4.45%
1
Open
Dec 31, 2025
EVRI
Everi Holdings
―
▲ 21.40%
2
Close
Jun 30, 2025
EAC.H
Earth Alive Clean Technologies
―
▼ 93.55%
2
Close
Feb 07, 2025
IVI
IVRnet Inc
―
▼ 60.00%
2
Close
Jan 28, 2025
CPE
Callon
―
▼ 21.41%
2
Close
Mar 28, 2024
APA
APA
0.01%
▲ 15.72%
1
Open
Mar 28, 2024
TMUS
T Mobile US
0.46%
▲ 141.19%
1
Open
Mar 31, 2020
AIA
iShares Asia 50 ETF
1.47%
▲ 173.01%
1
Open
May 27, 2019
IHF
iShares U.S. Healthcare Providers ETF
1.25%
▲ 54.54%
1
Open
May 27, 2019
GGZ
Gabelli Global Small and Mid Cap Value Trust of Benef Interest
0.38%
▲ 112.05%
1
Open
May 27, 2019
AEM
Agnico Eagle
0.11%
▲ 437.92%
1
Open
May 27, 2019
AP.UT
Allied Properties Real Estate Investment Trust
0.15%
▼ 67.73%
1
Open
May 27, 2019
RFG
Invesco S&P Midcap 400 Pure Growth ETF
3.38%
▲ 124.13%
1
Open
May 27, 2019
EQB
Equitable Group
0.56%
▲ 300.51%
1
Open
May 27, 2019
SBAC
SBA Communications
2.65%
▲ 14.16%
1
Open
May 27, 2019
ALRM
Alarm
0.99%
▼ 20.96%
1
Open
May 27, 2019
SUPV
Grupo Supervielle SA
0.13%
▲ 53.65%
1
Open
May 27, 2019
LII
Lennox International
5.79%
▲ 108.95%
1
Open
May 27, 2019
SAFT
Safety Insurance Group
1.25%
▲ 6.17%
1
Open
May 27, 2019